William Simmons
William Simmons is a registered investment advisor at Ingalls & Snyder LLC, based in New York, NY, with 48 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,453 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ingalls & Snyder charges fees based on the value of your portfolio. The maximum annual fee for accounts with equities or equities and fixed income is 1.50% of the assets they manage. For accounts solely with fixed income, the maximum fee is 1.00%. Fees are generally billed quarterly based on the account value at the end of the quarter. Fees may be negotiable.
Location
1 Rockefeller Plaza, 7th Floor, New York, NY, 10020
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2020Other Business Activities
William is a managing member of FOREED, LLC and Simmons Family, LLC, formed to invest in a bio-tech company. He spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
Ingalls & Snyder LLC
Ingalls & Snyder, LLCBroker
State Registrations38 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.